AO Asset Management, LLC Buys Fidelity National Information Services Inc, Facebook Inc, American Tower Corp, Sells The Walt Disney Co, Lumentum Holdings Inc, T-Mobile US Inc

• New Purchases: FIS, AMT, AVGO, MRVL, PFPT, ZM, ANET, COUP, COHR, ESTC, MTSI, AVLR, BOX, UBER, BL, DDOG,
• Added Positions: FB, LYFT, TTWO, ZNGA, HUYA,
• Reduced Positions: TMUS, ZEN, WDAY, CCI, CRM, IPHI, VIAV, AMZN, BABA, I, XLNX, GOOGL, ACIA,
• Sold Out: DIS, LITE, DBX, DATA, BILI, FTNT,

For the details of AO Asset Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/ao+asset+management%2C+llc/current-portfolio/portfolio

1. Facebook Inc (FB) - 397,200 shares, 6.96% of the total portfolio. Shares added by 180.91%
2. T-Mobile US Inc (TMUS) - 786,958 shares, 6.10% of the total portfolio. Shares reduced by 26.93%
3. Palo Alto Networks Inc (PANW) - 298,167 shares, 5.98% of the total portfolio.
4. Workday Inc (WDAY) - 333,948 shares, 5.58% of the total portfolio. Shares reduced by 22.35%
5. Fidelity National Information Services Inc (FIS) - 357,200 shares, 4.66% of the total portfolio. New Position

AO Asset Management, LLC initiated holding in Fidelity National Information Services Inc. The purchase prices were between $124.57 and $139.62, with an estimated average price of $132.74. The stock is now traded at around $133.82. The impact to a portfolio due to this purchase was 4.66%. The holding were 357,200 shares as of .

AO Asset Management, LLC initiated holding in American Tower Corp. The purchase prices were between $202.3 and $241.07, with an estimated average price of $218.31. The stock is now traded at around $210.32. The impact to a portfolio due to this purchase was 3.4%. The holding were 156,100 shares as of .

AO Asset Management, LLC initiated holding in Broadcom Inc. The purchase prices were between $266.44 and $303.77, with an estimated average price of $284.3. The stock is now traded at around $313.67. The impact to a portfolio due to this purchase was 3.06%. The holding were 112,700 shares as of .

AO Asset Management, LLC initiated holding in Marvell Technology Group Ltd. The purchase prices were between $23.29 and $27.33, with an estimated average price of $25.06. The stock is now traded at around $28.11. The impact to a portfolio due to this purchase was 1.86%. The holding were 755,900 shares as of .

AO Asset Management, LLC initiated holding in Proofpoint Inc. The purchase prices were between $110.62 and $130.55, with an estimated average price of $122.28. The stock is now traded at around $118.09. The impact to a portfolio due to this purchase was 1.8%. The holding were 142,000 shares as of .

AO Asset Management, LLC initiated holding in Zoom Video Communications Inc. The purchase prices were between $76.04 and $102.2, with an estimated average price of $90.11. The stock is now traded at around $68.01. The impact to a portfolio due to this purchase was 1.5%. The holding were 200,000 shares as of .

AO Asset Management, LLC added to a holding in Facebook Inc by 180.91%. The purchase prices were between $177.1 and $204.87, with an estimated average price of $190.12. The stock is now traded at around $193.19. The impact to a portfolio due to this purchase was 4.48%. The holding were 397,200 shares as of .

AO Asset Management, LLC added to a holding in Lyft Inc by 3976.00%. The purchase prices were between $40.84 and $67.45, with an estimated average price of $54.64. The stock is now traded at around $43.30. The impact to a portfolio due to this purchase was 1.2%. The holding were 305,700 shares as of .

AO Asset Management, LLC added to a holding in Take-Two Interactive Software Inc by 43.05%. The purchase prices were between $114.75 and $134.21, with an estimated average price of $124.78. The stock is now traded at around $120.27. The impact to a portfolio due to this purchase was 1.06%. The holding were 286,100 shares as of .

AO Asset Management, LLC sold out a holding in The Walt Disney Co. The sale prices were between $129.96 and $146.39, with an estimated average price of $138.33.

AO Asset Management, LLC sold out a holding in Lumentum Holdings Inc. The sale prices were between $51.56 and $60.79, with an estimated average price of $56.35.

AO Asset Management, LLC sold out a holding in Dropbox Inc. The sale prices were between $17.26 and $26.13, with an estimated average price of $21.31.

AO Asset Management, LLC sold out a holding in Tableau Software Inc. The sale prices were between $167.76 and $176.14, with an estimated average price of $172.12.

AO Asset Management, LLC sold out a holding in Bilibili Inc. The sale prices were between $13.53 and $16.74, with an estimated average price of $15.03.

AO Asset Management, LLC sold out a holding in Fortinet Inc. The sale prices were between $76.22 and $87.61, with an estimated average price of $81.07.